Atlas Technology Group LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Menlo Park, California
CRD number
152828
Registered since
October 19, 2010

Firm profile

FINTRX

Overview

Atlas Technology Group LLC is an entity organized as a limited liability company and classified in the dataset as an investment bank. The firm is listed as SEC-registered since 2010 and is owned by an individual. Data flags indicate it is not a capital allocator and is not flagged as an active ESG investor. It is also not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 27
  • Alan Churchill Lewis

    Alan Churchill Lewis

    Managing DirectorCRD 1161882

  • Gregory Roth

    Gregory Roth

    PartnerCRD 1621596

  • Louis Draper

    Louis Draper

    Managing DirectorCRD 1983136

Unlock 24 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Menlo Park, CA

San Mateo

Location

Menlo Park, CA

Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Mateo
Address
1300 El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth